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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Molly Phelps (CRD# 5709702) is an Investment Advisor Representative working at Advice And Planning Services in Frisco, TX and has over 14 years of experience in the finance industry.
Brent Reed (CRD# 4689839) is an Investment Advisor Representative working at Lpl Financial LLC in Lake Kiowa, TX and has over 20 years of experience in the finance industry.
David Rigg (CRD# 6473551) is an Investment Advisor Representative working at Independent Wealth Network, Inc. in Sanger, TX and has over 8 years of experience in the finance industry.
Matthew Saller (CRD# 5370590) is an Investment Advisor Representative working at Complete Wealth Management, LLC in Valley View, TX and has over 15 years of experience in the finance industry. Matthew Saller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Karla Scheve (CRD# 5841415) is an Investment Advisor Representative working at Lpl Financial LLC in Celina, TX and has over 13 years of experience in the finance industry. Karla Scheve has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Tammie Walker (CRD# 2210221) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Celina, TX and has over 32 years of experience in the finance industry. Tammie Walker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Corey Winten (CRD# 4279395) is an Investment Advisor Representative working at Winten Investment Partners, LLC in Krugerville, TX and has over 23 years of experience in the finance industry.
Brandon Wright (CRD# 6971404) is an Investment Advisor Representative working at Lpl Financial LLC in Sherman, TX and has over 5 years of experience in the finance industry.
Haseeb Arien (CRD# 7314172) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Cross Roads, TX and has 1 year of experience in the finance industry.
Steven Collier (CRD# 6654231) is an Investment Advisor Representative working at Independent Wealth Network, Inc. in Sanger, TX and has over 7 years of experience in the finance industry.